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NWFIX: NATIONWIDE DESTINATION 2020 FUND CLASS R6 (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2016-2020 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 08/31/2007 |
| Last Dividend Date: | 06/16/2020 |
| 12-Mo. Yield | 7.02% |
| Expenses | 0.41% |
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Performance Analytics (As of 08/28/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 08/31/2007 |
2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 4.2 | 5.1 | 6.1 | 7.0 | 4.2 | -0.6 | 17.0 | -5.2 | 13.0 | 7.6 | -1.0 | 4.4 | 14.0 | 12.5 | -1.5 | 12.2 | 23.9 | -30.9 | 1.2 |
| Sharpe Ratio | NA | 0.36 | 0.47 | 0.5 | 0.74 | 0.3 | -0.1 | 2.83 | -0.79 | 3.16 | 0.86 | -0.12 | 0.66 | 1.88 | 1.61 | -0.1 | 0.96 | 1.27 | -1.23 | 0.1 |
| Draw Down(%) | NA | 17.2 | 17.2 | 17.2 | 17.2 | 44.3 | 17.2 | 2.8 | 10.9 | 1.3 | 6.7 | 8.7 | 5.7 | 6.5 | 5.8 | 13.9 | 9.4 | 20.1 | 38.9 | 5.4 |
| Standard Deviation(%) | NA | 12.2 | 9.0 | 8.7 | 9.1 | 12.5 | 16.9 | 5.5 | 8.2 | 3.9 | 8.6 | 8.6 | 6.6 | 7.4 | 7.8 | 14.6 | 12.6 | 18.8 | 25.9 | 12.6 |
| Treynor Ratio | NA | 0.68 | 0.5 | 0.38 | 0.33 | 0.12 | -0.06 | 7.35 | -0.37 | 0.12 | 0.07 | -0.01 | 0.04 | 0.14 | 0.14 | -0.02 | 0.15 | 0.31 | -0.5 | 0.01 |
| Alpha | NA | 0.01 | 0.01 | 0.01 | 0.02 | 0.01 | -0.01 | 0.06 | -0.02 | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | -0.01 | 0.01 | 0.02 | -0.06 | -0.01 |
| Beta | NA | 0.06 | 0.08 | 0.11 | 0.21 | 0.32 | 0.29 | 0.02 | 0.18 | 1.01 | 1.06 | 1.02 | 1.02 | 1.03 | 0.93 | 0.95 | 0.82 | 0.76 | 0.64 | 0.83 |
| RSquared | NA | 0.09 | 0.11 | 0.13 | 0.22 | 0.28 | 0.36 | 0.04 | 0.22 | 0.87 | 0.98 | 0.98 | 0.97 | 0.98 | 0.97 | 0.97 | 0.63 | 0.59 | 0.47 | 0.75 |
| Yield(%) | N/A | 7.0 | 7.7 | 6.9 | 7.1 | N/A | 0.7 | 7.9 | 8.2 | 9.0 | 7.2 | 5.9 | 6.3 | 4.4 | 5.7 | 7.3 | 2.6 | 2.1 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -17.7 | 20.1 | 42.3 | N/A | N/A | -90.5 | -16.2 | -5.5 | 26.8 | 12.4 | -6.6 | 53.0 | -18.3 | -27.0 | 198.7 | 52.0 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/31/2007
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Target Date 2016-2020 Asset Class Trend Rankings |
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